
Consulting Director at Marshall & Poe, LLC and Information Services Consultant
Elkhart, Indiana Area

Consulting Director at Marshall & Poe, LLC and Information Services Consultant
Elkhart, Indiana Area
I’m a business catalyst and consultant that specializes in high value, CRM solutions for my clients who want to grow their business. Specifically those businesses that have a strong desire to:
• Improve Sales Performance
• Create Delightful Customer Experiences,
• Building Lasting Customer Relationships, and
• Execute Profitable Customer Strategies.
I help my clients understand and clarify the solution options available. We work together to Diagnose what is needed as I help them Discover what is possible. We then Design for and Deliver on their expected results.
Clients that I have helped as their trusted solution provider of Customer Relationships Management systems with ERP back office integrations include:
- Paint Manufacturers for Automotive, Military, Aero-Space, Marine & Commercial Industries
- Providers of Waste-derived alternate fuel and systems.
- Professional services such as CPA's and the CRM-4-CPA's vertical.
- Fabricator and distributor of concrete reinforcing steel and related products.
- Discrete manufacturer of electric motors
- Distributor of water filtration systems.
I have hands on experience as an Application Designer, Developer and Support Manager for 5 - 100+ user integrated ERP and CRM systems.
Additionally, experience in the areas of IT Technical Network, Application Development and Database management.
Implementaton of practical and results focused Customer Relationship Management Systems.
Support for customer focused business strategy and Customer Relationship Management solutions that are used to grow a small to medium size of business.
Sage SalesLogix CRM certified Engineer and Developer.
(Privately Held; 1-10 employees; Information Technology and Services industry)
January 2007 — Present (1 year 9 months)
Business to Business Customer Relationship Building and Improvement
(Privately Held; 1-10 employees; Information Technology and Services industry)
1985 — Present (23 years)
Development of new firm business clients and enhance relationships with existing clients by providing additional value.
Improving the customer's experience and their loyalty to my clients. Providing customer focused solutions to improve my client's businesses. Learning and implementing new technology to solve business issues and create new opportunities. Experiencing the great US National Parks in western USA.
Business Networking International (BNI), referral network member and current President of the Michiana Chapter.